Administration Essentials for new Admins (ADM 201)
This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for New Admins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment.
Duration: 40-45hrs
Course Content:
- Getting Around the App
- Data Model and Navigation
- Help & Training
- Setting Up the User Interface
- Setting Up the UI and Search Options
- Setting Up and Managing Users
- Managing User Profiles
- Managing Users
- Troubleshooting Login Issues
- Security and Data Access
- Restricting Logins
- Determining Object Access
- Setting Up Record Access
- Creating a Role Hierarchy
- Dealing with Record Access Exceptions
- Managing field-level security
- Customization: Fields
- Administrating Standard Fields
- Creating New Custom Fields
- Creating Selection Fields: Picklists and Lookups
- Creating Formula Fields
- Working with Page Layouts
- Working with Record Types and Business Processes
- Maintaining data quality
- Managing Data
- Import Wizards
- Data Loader
- Mass Transfer
- Backing Up Data
- Mass Delete and the Recycle Bin
- Reports and Dashboards
- Running and Modifying Reports
- Creating New Reports with the Report Builder
- Working with Report Filters
- Summarizing with Formulas and Visual Summaries
- Printing, Exporting, and Emailing Reports
- Building Dashboards
- Automation
- Workflow Rules
- Lead and Case Automation
- Collaboration
- Chatter and Chatter Free
- Email Administration and Email Templates
- Tracking Tasks and Events
- Service Cloud
- Automating Support
- Understanding the Service Cloud Console
- Collaborating in the Service Cloud
- Analyzing Support Data: Support Reports and Dashboards